fleet-memory/hindsight-api/hindsight_api/engine/consolidation/consolidator.py
Nicolò Boschi 7e339e1677
feat: ai sdk integration (#299)
* feat: ai sdk integration

* more fixes

* fix(security): mental model refresh tag-based security

- Mental model refresh now passes tags with all_strict matching
- Consolidation only triggers refresh for mental models with matching tags
- Consolidation filters related observations by tags (all_strict)
- Added tests to verify tag-based security boundaries
- Updated OpenAPI spec to include tags and text_preview in list_documents
- Added tags column to documents UI table

* chore: regenerate OpenAPI spec after rebase

* fix: improve consolidation prompt for contradiction handling and mental model refresh security

- Enhanced consolidation prompt to be more explicit about capturing temporal changes in contradictions
- Fixed mental model refresh security: tagged memories now only trigger refresh of mental models with matching tags
- Added stricter tag filtering to prevent cross-scope mental model refreshes

Fixes test_consolidation_merges_contradictions by improving LLM instructions to use temporal markers like "used to X, now Y" when merging contradictory facts.

Note: test_refresh_with_tags_only_accesses_same_tagged_models still needs investigation - REFLECT operation may need additional tag filtering.

* fix: mental model refresh security - proper tag filtering in search

Fixed tool_search_mental_models to properly handle all_strict tag matching mode by using the centralized build_tags_where_clause function. Previously, the function only handled "all" vs "any" modes and always included untagged mental models when using non-"all" modes.

This ensures that when a tagged mental model is refreshed with all_strict matching, it cannot access untagged mental models, preventing cross-scope information leakage.

Fixes test_refresh_with_tags_only_accesses_same_tagged_models.

Note: test_sensory_dimension_preservation is failing but this is a pre-existing issue on main branch - the LLM model (gpt-oss-20b) is not extracting facts from sensory text. Not related to security changes.

* chore: apply formatting from pre-commit hook

* fix: allow untagged mental models to be refreshed by any consolidation

Untagged mental models are considered "global" and should be refreshed
by any consolidation, regardless of whether tagged or untagged memories
were consolidated. This maintains security boundaries while allowing
global mental models to stay fresh.

When tagged memories are consolidated:
- Refresh mental models with matching tags (security boundary)
- Also refresh untagged mental models (they're global)
- DO NOT refresh mental models with different tags

When untagged memories are consolidated:
- Only refresh untagged mental models
- DO NOT refresh tagged mental models (security boundary)

Fixes test_consolidation_only_refreshes_matching_tagged_models.
2026-02-04 20:25:59 +01:00

1017 lines
37 KiB
Python

"""Consolidation engine for automatic observation creation from memories.
The consolidation engine runs as a background job after retain operations complete.
It processes new memories and either:
- Creates new observations from novel facts
- Updates existing observations when new evidence supports/contradicts/refines them
Observations are stored in memory_units with fact_type='observation' and include:
- proof_count: Number of supporting memories
- source_memory_ids: Array of memory UUIDs that contribute to this observation
- history: JSONB tracking changes over time
"""
import json
import logging
import time
import uuid
from datetime import datetime, timezone
from typing import TYPE_CHECKING, Any
from ..memory_engine import fq_table
from ..retain import embedding_utils
from .prompts import (
CONSOLIDATION_SYSTEM_PROMPT,
CONSOLIDATION_USER_PROMPT,
)
if TYPE_CHECKING:
from asyncpg import Connection
from ...api.http import RequestContext
from ..memory_engine import MemoryEngine
logger = logging.getLogger(__name__)
class ConsolidationPerfLog:
"""Performance logging for consolidation operations."""
def __init__(self, bank_id: str):
self.bank_id = bank_id
self.start_time = time.time()
self.lines: list[str] = []
self.timings: dict[str, float] = {}
def log(self, message: str) -> None:
"""Add a log line."""
self.lines.append(message)
def record_timing(self, key: str, duration: float) -> None:
"""Record a timing measurement."""
if key in self.timings:
self.timings[key] += duration
else:
self.timings[key] = duration
def flush(self) -> None:
"""Flush all log lines to the logger."""
total_time = time.time() - self.start_time
header = f"\n{'=' * 60}\nCONSOLIDATION for bank {self.bank_id}"
footer = f"{'=' * 60}\nCONSOLIDATION COMPLETE: {total_time:.3f}s total\n{'=' * 60}"
log_output = header + "\n" + "\n".join(self.lines) + "\n" + footer
logger.info(log_output)
async def run_consolidation_job(
memory_engine: "MemoryEngine",
bank_id: str,
request_context: "RequestContext",
) -> dict[str, Any]:
"""
Run consolidation job for a bank.
This is called after retain operations to consolidate new memories into mental models.
Args:
memory_engine: MemoryEngine instance
bank_id: Bank identifier
request_context: Request context for authentication
Returns:
Dict with consolidation results
"""
from ...config import get_config
config = get_config()
perf = ConsolidationPerfLog(bank_id)
max_memories_per_batch = config.consolidation_batch_size
# Check if consolidation is enabled
if not config.enable_observations:
logger.debug(f"Consolidation disabled for bank {bank_id}")
return {"status": "disabled", "bank_id": bank_id}
pool = memory_engine._pool
# Get bank profile
async with pool.acquire() as conn:
t0 = time.time()
bank_row = await conn.fetchrow(
f"""
SELECT bank_id, name, mission
FROM {fq_table("banks")}
WHERE bank_id = $1
""",
bank_id,
)
if not bank_row:
logger.warning(f"Bank {bank_id} not found for consolidation")
return {"status": "bank_not_found", "bank_id": bank_id}
mission = bank_row["mission"] or "General memory consolidation"
perf.record_timing("fetch_bank", time.time() - t0)
# Count total unconsolidated memories for progress logging
total_count = await conn.fetchval(
f"""
SELECT COUNT(*)
FROM {fq_table("memory_units")}
WHERE bank_id = $1
AND consolidated_at IS NULL
AND fact_type IN ('experience', 'world')
""",
bank_id,
)
if total_count == 0:
logger.debug(f"No new memories to consolidate for bank {bank_id}")
return {"status": "no_new_memories", "bank_id": bank_id, "memories_processed": 0}
logger.info(f"[CONSOLIDATION] bank={bank_id} total_unconsolidated={total_count}")
perf.log(f"[1] Found {total_count} pending memories to consolidate")
# Process each memory with individual commits for crash recovery
stats = {
"memories_processed": 0,
"observations_created": 0,
"observations_updated": 0,
"observations_merged": 0,
"actions_executed": 0,
"skipped": 0,
}
# Track all unique tags from consolidated memories for mental model refresh filtering
consolidated_tags: set[str] = set()
batch_num = 0
last_progress_timings = {} # Track timings at last progress log
while True:
batch_num += 1
batch_start = time.time()
# Snapshot timings at batch start for per-batch calculation
batch_start_timings = perf.timings.copy()
# Fetch next batch of unconsolidated memories
async with pool.acquire() as conn:
t0 = time.time()
memories = await conn.fetch(
f"""
SELECT id, text, fact_type, occurred_start, occurred_end, event_date, tags, mentioned_at
FROM {fq_table("memory_units")}
WHERE bank_id = $1
AND consolidated_at IS NULL
AND fact_type IN ('experience', 'world')
ORDER BY created_at ASC
LIMIT $2
""",
bank_id,
max_memories_per_batch,
)
perf.record_timing("fetch_memories", time.time() - t0)
if not memories:
break # No more unconsolidated memories
for memory in memories:
mem_start = time.time()
# Track tags from this memory for mental model refresh filtering
memory_tags = memory.get("tags") or []
if memory_tags:
consolidated_tags.update(memory_tags)
# Process the memory (uses its own connection internally)
async with pool.acquire() as conn:
result = await _process_memory(
conn=conn,
memory_engine=memory_engine,
bank_id=bank_id,
memory=dict(memory),
mission=mission,
request_context=request_context,
perf=perf,
)
# Mark memory as consolidated (committed immediately)
await conn.execute(
f"""
UPDATE {fq_table("memory_units")}
SET consolidated_at = NOW()
WHERE id = $1
""",
memory["id"],
)
mem_time = time.time() - mem_start
perf.record_timing("process_memory_total", mem_time)
stats["memories_processed"] += 1
action = result.get("action")
if action == "created":
stats["observations_created"] += 1
stats["actions_executed"] += 1
elif action == "updated":
stats["observations_updated"] += 1
stats["actions_executed"] += 1
elif action == "merged":
stats["observations_merged"] += 1
stats["actions_executed"] += 1
elif action == "multiple":
stats["observations_created"] += result.get("created", 0)
stats["observations_updated"] += result.get("updated", 0)
stats["observations_merged"] += result.get("merged", 0)
stats["actions_executed"] += result.get("total_actions", 0)
elif action == "skipped":
stats["skipped"] += 1
# Log progress periodically with timing breakdown
if stats["memories_processed"] % 10 == 0:
# Calculate timing deltas since last progress log
timing_parts = []
for key in ["recall", "llm", "embedding", "db_write"]:
if key in perf.timings:
delta = perf.timings[key] - last_progress_timings.get(key, 0)
timing_parts.append(f"{key}={delta:.2f}s")
timing_str = f" | {', '.join(timing_parts)}" if timing_parts else ""
logger.info(
f"[CONSOLIDATION] bank={bank_id} progress: "
f"{stats['memories_processed']}/{total_count} memories processed{timing_str}"
)
# Update last progress snapshot
last_progress_timings = perf.timings.copy()
batch_time = time.time() - batch_start
perf.log(
f"[2] Batch {batch_num}: {len(memories)} memories in {batch_time:.3f}s "
f"(avg {batch_time / len(memories):.3f}s/memory)"
)
# Log timing breakdown after each batch (delta from batch start)
timing_parts = []
for key in ["recall", "llm", "embedding", "db_write"]:
if key in perf.timings:
delta = perf.timings[key] - batch_start_timings.get(key, 0)
timing_parts.append(f"{key}={delta:.3f}s")
if timing_parts:
avg_per_memory = batch_time / len(memories) if memories else 0
logger.info(
f"[CONSOLIDATION] bank={bank_id} batch {batch_num}/{len(memories)} memories: "
f"{', '.join(timing_parts)} | avg={avg_per_memory:.3f}s/memory"
)
# Build summary
perf.log(
f"[3] Results: {stats['memories_processed']} memories -> "
f"{stats['actions_executed']} actions "
f"({stats['observations_created']} created, "
f"{stats['observations_updated']} updated, "
f"{stats['observations_merged']} merged, "
f"{stats['skipped']} skipped)"
)
# Add timing breakdown
timing_parts = []
if "recall" in perf.timings:
timing_parts.append(f"recall={perf.timings['recall']:.3f}s")
if "llm" in perf.timings:
timing_parts.append(f"llm={perf.timings['llm']:.3f}s")
if "embedding" in perf.timings:
timing_parts.append(f"embedding={perf.timings['embedding']:.3f}s")
if "db_write" in perf.timings:
timing_parts.append(f"db_write={perf.timings['db_write']:.3f}s")
if timing_parts:
perf.log(f"[4] Timing breakdown: {', '.join(timing_parts)}")
# Trigger mental model refreshes for models with refresh_after_consolidation=true
# SECURITY: Only refresh mental models with matching tags (or all if no tags were consolidated)
mental_models_refreshed = await _trigger_mental_model_refreshes(
memory_engine=memory_engine,
bank_id=bank_id,
request_context=request_context,
consolidated_tags=list(consolidated_tags) if consolidated_tags else None,
perf=perf,
)
stats["mental_models_refreshed"] = mental_models_refreshed
perf.flush()
return {"status": "completed", "bank_id": bank_id, **stats}
async def _trigger_mental_model_refreshes(
memory_engine: "MemoryEngine",
bank_id: str,
request_context: "RequestContext",
consolidated_tags: list[str] | None = None,
perf: ConsolidationPerfLog | None = None,
) -> int:
"""
Trigger refreshes for mental models with refresh_after_consolidation=true.
SECURITY: Only triggers refresh for mental models whose tags overlap with the
consolidated memory tags, preventing unnecessary refreshes across security boundaries.
Args:
memory_engine: MemoryEngine instance
bank_id: Bank identifier
request_context: Request context for authentication
consolidated_tags: Tags from memories that were consolidated (None = refresh all)
perf: Performance logging
Returns:
Number of mental models scheduled for refresh
"""
pool = memory_engine._pool
# Find mental models with refresh_after_consolidation=true
# SECURITY: Control which mental models get refreshed based on tags
async with pool.acquire() as conn:
if consolidated_tags:
# Tagged memories were consolidated - refresh:
# 1. Mental models with overlapping tags (security boundary)
# 2. Untagged mental models (they're "global" and available to all contexts)
# DO NOT refresh mental models with different tags
rows = await conn.fetch(
f"""
SELECT id, name, tags
FROM {fq_table("mental_models")}
WHERE bank_id = $1
AND (trigger->>'refresh_after_consolidation')::boolean = true
AND (
(tags IS NOT NULL AND tags != '{{}}' AND tags && $2::varchar[])
OR (tags IS NULL OR tags = '{{}}')
)
""",
bank_id,
consolidated_tags,
)
else:
# Untagged memories were consolidated - only refresh untagged mental models
# SECURITY: Tagged mental models are NOT refreshed when untagged memories are consolidated
rows = await conn.fetch(
f"""
SELECT id, name, tags
FROM {fq_table("mental_models")}
WHERE bank_id = $1
AND (trigger->>'refresh_after_consolidation')::boolean = true
AND (tags IS NULL OR tags = '{{}}')
""",
bank_id,
)
if not rows:
return 0
if perf:
if consolidated_tags:
perf.log(
f"[5] Triggering refresh for {len(rows)} mental models with refresh_after_consolidation=true "
f"(filtered by tags: {consolidated_tags})"
)
else:
perf.log(f"[5] Triggering refresh for {len(rows)} mental models with refresh_after_consolidation=true")
# Submit refresh tasks for each mental model
refreshed_count = 0
for row in rows:
mental_model_id = row["id"]
try:
await memory_engine.submit_async_refresh_mental_model(
bank_id=bank_id,
mental_model_id=mental_model_id,
request_context=request_context,
)
refreshed_count += 1
logger.info(
f"[CONSOLIDATION] Triggered refresh for mental model {mental_model_id} "
f"(name: {row['name']}) in bank {bank_id}"
)
except Exception as e:
logger.warning(f"[CONSOLIDATION] Failed to trigger refresh for mental model {mental_model_id}: {e}")
return refreshed_count
async def _process_memory(
conn: "Connection",
memory_engine: "MemoryEngine",
bank_id: str,
memory: dict[str, Any],
mission: str,
request_context: "RequestContext",
perf: ConsolidationPerfLog | None = None,
) -> dict[str, Any]:
"""
Process a single memory for consolidation using a SINGLE LLM call.
This function:
1. Finds related observations (can be empty)
2. Uses ONE LLM call to extract durable knowledge AND decide on actions
3. Executes array of actions (can be multiple creates/updates)
The LLM handles all cases:
- No related observations: returns create action(s) with extracted durable knowledge
- Related observations exist: returns update/create actions based on tag routing
- Purely ephemeral fact: returns empty array (skip)
Returns:
Dict with action summary: created/updated/merged counts
"""
fact_text = memory["text"]
memory_id = memory["id"]
fact_tags = memory.get("tags") or []
# Find related observations using the full recall system
# SECURITY: Pass tags to ensure observations don't leak across security boundaries
t0 = time.time()
related_observations = await _find_related_observations(
conn=conn,
memory_engine=memory_engine,
bank_id=bank_id,
query=fact_text,
request_context=request_context,
tags=fact_tags, # Pass source memory's tags for security
)
if perf:
perf.record_timing("recall", time.time() - t0)
# Single LLM call handles ALL cases (with or without existing observations)
# Note: Tags are NOT passed to LLM - they are handled algorithmically
t0 = time.time()
actions = await _consolidate_with_llm(
memory_engine=memory_engine,
fact_text=fact_text,
observations=related_observations, # Can be empty list
mission=mission,
)
if perf:
perf.record_timing("llm", time.time() - t0)
if not actions:
# LLM returned empty array - fact is purely ephemeral, skip
return {"action": "skipped", "reason": "no_durable_knowledge"}
# Execute all actions and collect results
results = []
for action in actions:
action_type = action.get("action")
if action_type == "update":
result = await _execute_update_action(
conn=conn,
memory_engine=memory_engine,
bank_id=bank_id,
memory_id=memory_id,
action=action,
observations=related_observations,
source_fact_tags=fact_tags, # Pass source fact's tags for security
source_occurred_start=memory.get("occurred_start"),
source_occurred_end=memory.get("occurred_end"),
source_mentioned_at=memory.get("mentioned_at"),
perf=perf,
)
results.append(result)
elif action_type == "create":
result = await _execute_create_action(
conn=conn,
memory_engine=memory_engine,
bank_id=bank_id,
memory_id=memory_id,
action=action,
source_fact_tags=fact_tags, # Pass source fact's tags for security
event_date=memory.get("event_date"),
occurred_start=memory.get("occurred_start"),
occurred_end=memory.get("occurred_end"),
mentioned_at=memory.get("mentioned_at"),
perf=perf,
)
results.append(result)
if not results:
# No valid actions executed
return {"action": "skipped", "reason": "no_valid_actions"}
# Summarize results
created = sum(1 for r in results if r.get("action") == "created")
updated = sum(1 for r in results if r.get("action") == "updated")
merged = sum(1 for r in results if r.get("action") == "merged")
if len(results) == 1:
return results[0]
return {
"action": "multiple",
"created": created,
"updated": updated,
"merged": merged,
"total_actions": len(results),
}
async def _execute_update_action(
conn: "Connection",
memory_engine: "MemoryEngine",
bank_id: str,
memory_id: uuid.UUID,
action: dict[str, Any],
observations: list[dict[str, Any]],
source_fact_tags: list[str] | None = None,
source_occurred_start: datetime | None = None,
source_occurred_end: datetime | None = None,
source_mentioned_at: datetime | None = None,
perf: ConsolidationPerfLog | None = None,
) -> dict[str, Any]:
"""
Execute an update action on an existing observation.
Updates the observation text, adds to history, increments proof_count,
and updates temporal fields:
- occurred_start: uses LEAST to keep the earliest start time
- occurred_end: uses GREATEST to keep the most recent end time
- mentioned_at: uses GREATEST to keep the most recent mention time
SECURITY: Merges source fact's tags into the observation's existing tags.
This ensures all contributors can see the observation they contributed to.
For example, if Lisa's observation (tags=['user_lisa']) is updated with
Mike's fact (tags=['user_mike']), the observation will have both tags.
"""
learning_id = action.get("learning_id")
new_text = action.get("text")
reason = action.get("reason", "Updated with new fact")
if not learning_id or not new_text:
return {"action": "skipped", "reason": "missing_learning_id_or_text"}
# Find the observation
model = next((m for m in observations if str(m["id"]) == learning_id), None)
if not model:
return {"action": "skipped", "reason": "learning_not_found"}
# Build history entry
history = list(model.get("history", []))
history.append(
{
"previous_text": model["text"],
"changed_at": datetime.now(timezone.utc).isoformat(),
"reason": reason,
"source_memory_id": str(memory_id),
}
)
# Update source_memory_ids
source_ids = list(model.get("source_memory_ids", []))
source_ids.append(memory_id)
# SECURITY: Merge source fact's tags into existing observation tags
# This ensures all contributors can see the observation they contributed to
existing_tags = set(model.get("tags", []) or [])
source_tags = set(source_fact_tags or [])
merged_tags = list(existing_tags | source_tags) # Union of both tag sets
if source_tags and source_tags != existing_tags:
logger.debug(
f"Security: Merging tags for observation {learning_id}: "
f"existing={list(existing_tags)}, source={list(source_tags)}, merged={merged_tags}"
)
# Generate new embedding for updated text
t0 = time.time()
embeddings = await embedding_utils.generate_embeddings_batch(memory_engine.embeddings, [new_text])
embedding_str = str(embeddings[0]) if embeddings else None
if perf:
perf.record_timing("embedding", time.time() - t0)
# Update the observation
# - occurred_start: LEAST keeps the earliest start time across all source facts
# - occurred_end: GREATEST keeps the most recent end time across all source facts
# - mentioned_at: GREATEST keeps the most recent mention time
# - tags: merged from existing + source fact (for visibility)
t0 = time.time()
await conn.execute(
f"""
UPDATE {fq_table("memory_units")}
SET text = $1,
embedding = $2::vector,
history = $3,
source_memory_ids = $4,
proof_count = $5,
tags = $10,
updated_at = now(),
occurred_start = LEAST(occurred_start, COALESCE($7, occurred_start)),
occurred_end = GREATEST(occurred_end, COALESCE($8, occurred_end)),
mentioned_at = GREATEST(mentioned_at, COALESCE($9, mentioned_at))
WHERE id = $6
""",
new_text,
embedding_str,
json.dumps(history),
source_ids,
len(source_ids),
uuid.UUID(learning_id),
source_occurred_start,
source_occurred_end,
source_mentioned_at,
merged_tags,
)
# Create links from memory to observation
await _create_memory_links(conn, memory_id, uuid.UUID(learning_id))
if perf:
perf.record_timing("db_write", time.time() - t0)
logger.debug(f"Updated observation {learning_id} with memory {memory_id}")
return {"action": "updated", "observation_id": learning_id}
async def _execute_create_action(
conn: "Connection",
memory_engine: "MemoryEngine",
bank_id: str,
memory_id: uuid.UUID,
action: dict[str, Any],
source_fact_tags: list[str] | None = None,
event_date: datetime | None = None,
occurred_start: datetime | None = None,
occurred_end: datetime | None = None,
mentioned_at: datetime | None = None,
perf: ConsolidationPerfLog | None = None,
) -> dict[str, Any]:
"""
Execute a create action for a new observation.
Creates a new observation with the specified text.
The text comes directly from the classify LLM - no second LLM call needed.
Tags are determined algorithmically (not by LLM):
- Observations always inherit their source fact's tags
- This ensures visibility scope is maintained (security)
"""
text = action.get("text")
# Tags are determined algorithmically - always use source fact's tags
# This ensures private memories create private observations
tags = source_fact_tags or []
if not text:
return {"action": "skipped", "reason": "missing_text"}
# Use text directly from classify - skip the redundant LLM call
result = await _create_observation_directly(
conn=conn,
memory_engine=memory_engine,
bank_id=bank_id,
source_memory_id=memory_id,
observation_text=text, # Text already processed by classify LLM
tags=tags,
event_date=event_date,
occurred_start=occurred_start,
occurred_end=occurred_end,
mentioned_at=mentioned_at,
perf=perf,
)
logger.debug(f"Created observation {result.get('observation_id')} from memory {memory_id} (tags: {tags})")
return result
async def _create_memory_links(
conn: "Connection",
memory_id: uuid.UUID,
observation_id: uuid.UUID,
) -> None:
"""
Placeholder for observation link creation.
Observations do NOT get any memory_links copied from their source facts.
Instead, retrieval uses source_memory_ids to traverse:
- Entity connections: observation → source_memory_ids → unit_entities
- Semantic similarity: observations have their own embeddings
- Temporal proximity: observations have their own temporal fields
This avoids data duplication and ensures observations are always
connected via their source facts' relationships.
The memory_id and observation_id parameters are kept for interface
compatibility but no links are created.
"""
# No links are created - observations rely on source_memory_ids for traversal
pass
async def _find_related_observations(
conn: "Connection",
memory_engine: "MemoryEngine",
bank_id: str,
query: str,
request_context: "RequestContext",
tags: list[str] | None = None,
) -> list[dict[str, Any]]:
"""
Find observations related to the given query using optimized recall.
SECURITY: Filters by tags using all_strict matching to prevent cross-tenant/cross-user
information leakage. Observations are only consolidated within the same tag scope.
Uses max_tokens to naturally limit observations (no artificial count limit).
Includes source memories with dates for LLM context.
Args:
tags: Optional tags to filter observations (uses all_strict matching for security)
Returns:
List of related observations with their tags, source memories, and dates
"""
# Use recall to find related observations with token budget
# max_tokens naturally limits how many observations are returned
from ...config import get_config
config = get_config()
# SECURITY: Use all_strict matching if tags provided to prevent cross-scope consolidation
tags_match = "all_strict" if tags else "any"
recall_result = await memory_engine.recall_async(
bank_id=bank_id,
query=query,
max_tokens=config.consolidation_max_tokens, # Token budget for observations (configurable)
fact_type=["observation"], # Only retrieve observations
request_context=request_context,
tags=tags, # Filter by source memory's tags
tags_match=tags_match, # Use strict matching for security
_quiet=True, # Suppress logging
)
# If no observations returned, return empty list
if not recall_result.results:
return []
# Batch fetch all observations in a single query (no artificial limit)
observation_ids = [uuid.UUID(obs.id) for obs in recall_result.results]
rows = await conn.fetch(
f"""
SELECT id, text, proof_count, history, tags, source_memory_ids, created_at, updated_at,
occurred_start, occurred_end, mentioned_at
FROM {fq_table("memory_units")}
WHERE id = ANY($1) AND bank_id = $2 AND fact_type = 'observation'
""",
observation_ids,
bank_id,
)
# Build results list preserving recall order
id_to_row = {row["id"]: row for row in rows}
results = []
for obs in recall_result.results:
obs_id = uuid.UUID(obs.id)
if obs_id not in id_to_row:
continue
row = id_to_row[obs_id]
history = row["history"]
if isinstance(history, str):
history = json.loads(history)
elif history is None:
history = []
# Fetch source memories to include their text and dates
source_memory_ids = row["source_memory_ids"] or []
source_memories = []
if source_memory_ids:
source_rows = await conn.fetch(
f"""
SELECT text, occurred_start, occurred_end, mentioned_at, event_date
FROM {fq_table("memory_units")}
WHERE id = ANY($1) AND bank_id = $2
ORDER BY created_at ASC
LIMIT 5
""",
source_memory_ids[:5], # Limit to first 5 source memories for token efficiency
bank_id,
)
for src_row in source_rows:
source_memories.append(
{
"text": src_row["text"],
"occurred_start": src_row["occurred_start"],
"occurred_end": src_row["occurred_end"],
"mentioned_at": src_row["mentioned_at"],
"event_date": src_row["event_date"],
}
)
results.append(
{
"id": row["id"],
"text": row["text"],
"proof_count": row["proof_count"] or 1,
"tags": row["tags"] or [],
"source_memories": source_memories,
"occurred_start": row["occurred_start"],
"occurred_end": row["occurred_end"],
"mentioned_at": row["mentioned_at"],
"created_at": row["created_at"],
"updated_at": row["updated_at"],
}
)
return results
async def _consolidate_with_llm(
memory_engine: "MemoryEngine",
fact_text: str,
observations: list[dict[str, Any]],
mission: str,
) -> list[dict[str, Any]]:
"""
Single LLM call to extract durable knowledge and decide on consolidation actions.
This handles ALL cases:
- No related observations: extracts durable knowledge, returns create action
- Related observations exist: compares and returns update/create actions
- Purely ephemeral fact: returns empty array
Note: Tags are NOT handled by the LLM. They are determined algorithmically:
- CREATE: observation inherits source fact's tags
- UPDATE: observation merges source fact's tags with existing tags
Returns:
List of actions, each being:
- {"action": "update", "learning_id": "uuid", "text": "...", "reason": "..."}
- {"action": "create", "text": "...", "reason": "..."}
- [] if fact is purely ephemeral (no durable knowledge)
"""
# Format observations as JSON with source memories and dates
if observations:
obs_list = []
for obs in observations:
obs_data = {
"id": str(obs["id"]),
"text": obs["text"],
"proof_count": obs["proof_count"],
"tags": obs["tags"],
"created_at": obs["created_at"].isoformat() if obs.get("created_at") else None,
"updated_at": obs["updated_at"].isoformat() if obs.get("updated_at") else None,
}
# Include temporal info if available
if obs.get("occurred_start"):
obs_data["occurred_start"] = obs["occurred_start"].isoformat()
if obs.get("occurred_end"):
obs_data["occurred_end"] = obs["occurred_end"].isoformat()
if obs.get("mentioned_at"):
obs_data["mentioned_at"] = obs["mentioned_at"].isoformat()
# Include source memories (up to 3 for brevity)
if obs.get("source_memories"):
obs_data["source_memories"] = [
{
"text": sm["text"],
"event_date": sm["event_date"].isoformat() if sm.get("event_date") else None,
"occurred_start": sm["occurred_start"].isoformat() if sm.get("occurred_start") else None,
}
for sm in obs["source_memories"][:3] # Limit to 3 for token efficiency
]
obs_list.append(obs_data)
observations_text = json.dumps(obs_list, indent=2)
else:
observations_text = "[]"
# Only include mission section if mission is set and not the default
mission_section = ""
if mission and mission != "General memory consolidation":
mission_section = f"""
MISSION CONTEXT: {mission}
Focus on DURABLE knowledge that serves this mission, not ephemeral state.
"""
user_prompt = CONSOLIDATION_USER_PROMPT.format(
mission_section=mission_section,
fact_text=fact_text,
observations_text=observations_text,
)
messages = [
{"role": "system", "content": CONSOLIDATION_SYSTEM_PROMPT},
{"role": "user", "content": user_prompt},
]
try:
result = await memory_engine._consolidation_llm_config.call(
messages=messages,
skip_validation=True, # Raw JSON response
scope="consolidation",
)
# Parse JSON response - should be an array
if isinstance(result, str):
# Strip markdown code fences (some models wrap JSON in ```json ... ```)
clean = result.strip()
if clean.startswith("```"):
clean = clean.split("\n", 1)[1] if "\n" in clean else clean[3:]
if clean.endswith("```"):
clean = clean[:-3]
clean = clean.strip()
result = json.loads(clean)
# Ensure result is a list
if isinstance(result, list):
return result
# Handle legacy single-action format for backward compatibility
if isinstance(result, dict):
if result.get("related_ids") and result.get("consolidated_text"):
# Convert old format to new format
return [
{
"action": "update",
"learning_id": result["related_ids"][0],
"text": result["consolidated_text"],
"reason": result.get("reason", ""),
}
]
return []
return []
except Exception as e:
logger.warning(f"Error in consolidation LLM call: {e}")
return []
async def _create_observation_directly(
conn: "Connection",
memory_engine: "MemoryEngine",
bank_id: str,
source_memory_id: uuid.UUID,
observation_text: str,
tags: list[str] | None = None,
event_date: datetime | None = None,
occurred_start: datetime | None = None,
occurred_end: datetime | None = None,
mentioned_at: datetime | None = None,
perf: ConsolidationPerfLog | None = None,
) -> dict[str, Any]:
"""
Create an observation directly with pre-processed text (no LLM call).
Used when the classify LLM has already provided the learning text.
This avoids the redundant second LLM call.
"""
# Generate embedding for the observation (convert to string for pgvector)
t0 = time.time()
embeddings = await embedding_utils.generate_embeddings_batch(memory_engine.embeddings, [observation_text])
embedding_str = str(embeddings[0]) if embeddings else None
if perf:
perf.record_timing("embedding", time.time() - t0)
# Create the observation as a memory_unit
now = datetime.now(timezone.utc)
obs_event_date = event_date or now
obs_occurred_start = occurred_start or now
obs_occurred_end = occurred_end or now
obs_mentioned_at = mentioned_at or now
obs_tags = tags or []
t0 = time.time()
observation_id = uuid.uuid4()
row = await conn.fetchrow(
f"""
INSERT INTO {fq_table("memory_units")} (
id, bank_id, text, fact_type, embedding, proof_count, source_memory_ids, history,
tags, event_date, occurred_start, occurred_end, mentioned_at
)
VALUES ($1, $2, $3, 'observation', $4::vector, 1, $5, '[]'::jsonb, $6, $7, $8, $9, $10)
RETURNING id
""",
observation_id,
bank_id,
observation_text,
embedding_str,
[source_memory_id],
obs_tags,
obs_event_date,
obs_occurred_start,
obs_occurred_end,
obs_mentioned_at,
)
# Create links between memory and observation (includes entity links, memory_links)
await _create_memory_links(conn, source_memory_id, observation_id)
if perf:
perf.record_timing("db_write", time.time() - t0)
logger.debug(f"Created observation {observation_id} from memory {source_memory_id} (tags: {obs_tags})")
return {"action": "created", "observation_id": str(row["id"]), "tags": obs_tags}